reports
- James Carthew
- Matthew Read
Pacific Horizon - Blistering performance
Since we last published in January of this year, Pacific Horizon (PHI) has continued with its trend of exceptional outperformance of both its Asia Pacific peer group (where it is comfortably the top-performing trust) and the various indices that it benchmarks itself against.PHI, with its strong focus on growth, benefitted from a high allocation to technology stocks in the aftermath of the pandemic. However, more recently, the trust has benefitted from timely decisions to reduce its high exposure...
- James Carthew
- Jayna Rana
- Matthew Read
Pacific horizon - Blistering performance
Since we last published in January of this year, Pacific Horizon (PHI) has continued with its trend of exceptional outperformance of both its peer group (where it is comfortably the top-performing trust) and the various indices that it benchmarks itself against. PHI, with its strong focus on growth, benefitted from a high allocation to technology stocks in the aftermath of the pandemic. However, more recently, the trust has benefitted from timely decisions to reduce its high exposure to China, p...
- James Carthew
Brave new world
”‹Pacific Horizon’s (PHI)’s relative and absolute performance has started to improve over the past few months, yet the manager thinks that there is still considerable potential for the portfolio. Some of the themes that he is focusing on could radically alter all our lives and the manager believes that many Asian companies will be at the forefront of this change. The portfolio’s substantial exposure to the technology sector is only one strand of PHI’s approach to investing in fast-growing compan...
- James Carthew
Brave new world
”‹Pacific Horizon’s (PHI)’s performance has started to improve over the past few months, yet the manager thinks that there is still considerable potential for the portfolio. He believes that some of the themes that he is focusing on could radically alter all of our lives and that many Asian companies will be at the forefront of this change. The portfolio’s substantial exposure to the technology sector is only one strand of PHI’s approach to investing in fast-growing companies. This update examin...
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